Defined Benefit (Pension) · DOL Form 5500 · 2023

Family Security Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
152
Participants Small participant base
76th
Percentile by assets National rank
$159,035
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan · Sponsored by Family Security Credit Union · Alabama · Finance & Insurance

$24M in assets, 152 participants

Family Security Credit Union's Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan reported $24M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,644 in Finance & Insurance (8,869 peers)

Coverage in Alabama

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan covers 152 participants in Alabama, about 42% of the average Alabama filer (state average ~360 per filing). Assets: $24M.

#5,644
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan's outsized position by total assets

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,173,386 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan reported participants fell from 158 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630757453 · Family Security Credit Union PY 2023 · Defined Benefit (Pension)

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan · $24M · 152 · 76th

  • EOY $24M
  • EOY 152
  • EOY 76th
  • EOY Defined Benefit (Pension)
  • EOY near Insulators Local No. 96 Pension Fund
  • EOY ind #5644

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Alabama →

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan in the asset neighbourhood

Bunge Milling, Inc. Union Pension PlanBunge Milling, Inc. Union Pe…$24MThe Agrex, Inc. Pension Plan$24MExcela Health Pension Plan$24MFamily Security Credit Union Cash Balance Non-Integrated Defined Benefit PlanFamily Security Credit Union…$24MInsulators Local No. 96 Pension FundInsulators Local No. 96 Pens…$24M
End-of-year total assets ($M) among Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN630757453
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Security Credit Union)

Sponsor-wide plan assets over time

All Family Security Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 31.335874183927576% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $39.2M ▲ +31.3%
Year Plans Participants Total Assets
2022 2 319 $30M
2023 2 302 $37M
2024 2 341 $39M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -0.500.511.5 Total assets ($B) Participants Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan, Total assets ($B): 0.024173386 · Participants: 152Family Security Credit Union Cash Balance Non-Integrated Defined Benefit PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan side-by-side with 3 peers →

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Insulators Local No. 96 Pension Fund in TN ($24M); by covered participants it is Drs Consolidated Retirement Plan in VA (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan assets move in 2023? ▼
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan grew sharply - up 22.7% during 2023, from $20M to $24M. Reported net income was $4M.
How have Family Security Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Security Credit Union's sponsor-wide assets grew 31.3%, from $30M to $39M.
Where does Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Insulators Local No. 96 Pension Fund in TN ($24M, 243 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Drs Consolidated Retirement Plan in VA (152 participants, $53M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630757453.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.